Reporte de Análisis Energético: 02 de febrero de 2026

TL;DR

Oil prices saw their first positive month in six in January 2026, driven by geopolitical factors rather than supply/demand fundamentals.
Tensions between the US and Iran, climate disruptions in North America, and OPEC+'s production freeze supported prices.
OPEC+ confirmed its decision to pause production increases for Q1 2026 to prevent market saturation.
The conflict in Ukraine and its impact on energy infrastructure remain a point of uncertainty.
Venezuela's oil export landscape has transformed following the capture of Nicolás Maduro and new US policies, with revised hydrocarbon laws and a shift in export destinations.
Oil prices, specifically Brent and WTI, saw significant increases by the end of January 2026, though market volatility persisted.
Chevron is increasing its crude exports from Venezuela, and other major oil companies are seeking licenses to operate.
Venezuelan political changes include a proposed Amnesty Law and the recognition of Delcy Rodríguez as commander-in-chief of the Bolivarian Armed Forces.
Venezuela's crude production for the week was 861 Mbpd, with Chevron contributing significantly.
Citgo's protection regarding PDVSA bonds was extended until March 20, 2026.

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